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14 total results found

Insite

General Agent documentation 

Insite
DFC

Work From Home

Prior to being deployed to work from home, users should complete this speed test and submit the results to their supervisor.

Agent How to Guides

How to guide for agents troubleshooting general PC issues, headsets, Genesys, etc.

Speed Test Instructions

Work From Home

Prior to being deployed to work from home, users should complete this speed test and submit the results to their supervisor.  Step one: Go to https://getvoip.com/speed-test-tool/ and click “Start”. Step 2: After the test completes, click the Copy but...

Connect Bluetooth Headset

Agent How to Guides

Step Description Screen Shot Open Bluetooth Settings Open the start menu and search for “Bluetooth” Click “Bluetooth and other device settings”   Add Bluetooth Device On the screen that open...

headset

Connecting to OpenVPN

Work From Home

Step 1: Add Foxpass to Microsoft Authenticator Visit console.foxpass.com and click the green Sign in with Microsoft button. Using your CallInsite credentials, sign in.     Click the link that says “Set a Password" ...

network
new employee

Accessing Insite Email

Agent How to Guides

With the implementation of SSO for Salesforce within the DFC program, you may encounter the following when logging into your email: To log in, follow these steps:  Go to office365.com in Chrome and sign in Click your initials or your photo in bottom-l...

Beeping Headset

Agent How to Guides

OVERVIEW This article will describe how to solve for your headset beeping consistently. Some reports have indicated that the microphone will also be muted during this period.    PROCEDURE The issue stems from an issue with Teams setting the headset to "hol...

Headset muting/unmuting by itself

Agent How to Guides

If your headset continuously says "muted, un-muted" repeatedly, you'll need to reset the proximity sensors in the headset. Follow these steps:  There are two ways to reset the headset sensors.  With your headset powered on, charge your headset on the charg...

Reporting PCI Policy Violiatons

Agent How to Guides

If you believe you have observed a PCI Policy violation, it is important that you report it immediately for further investigation and remediation. You may report a violation by filling out the following form. Note, you must be logged into your Insite email acc...

Add Egnyte as "A Place" in Office

Agent How to Guides

To enable Co-Editing with the new Egnyte updates, follow these steps: Step 1: Open any Office program (Word, Excel, PowerPoint) and click File > Open.   Select “Add a Place”, then chose Egnyte Step 2: Enter “insitemanagedsolutions.e...

Insite
Egnyte
Cloud

Install Grammarly

Agent How to Guides

Once set up, you will receive an email from Grammarly to set up your account with them. Please follow those instructions. If you do not have an email, please submit a request for a license to IT Admin. You will need to install 3 plugins in total: Windows...

Insite
Grammarly

How to Install Visio

Agent How to Guides

After you have had a Visio license assigned, you must download and install the software onto your computer. To do so, follow these steps:  Go to www.office.com and if you're not already signed in, select Sign in. Sign in with your CallInsite.com login. ...

Introducing Flash's new IT Support Portal

Agent How to Guides